Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 01, 2019

SELL
N/A
-7,385 Closed
0 $0
Q4 2018

Feb 01, 2019

BUY
N/A
7,385 New
7,385 $248,000
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.